Our Team

With over 100 years of combined experience, we recognize that no needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.

 

Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

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In Memorium - Orville Harford Lerch
1935 - 2020
About In

We are forever grateful to Orv for his dedication and commitment to the financial advising industry and for providing a legacy that, together with his son, Matt Lerch, formed the "Lerch Group" in 1990.

In 1983, Orv began his career as a financial advisor and branch manager by establishing a branch office of Parker/Hunter Inc. in Clarion, now Janney Montgomery Scott LLC.

Well-Known Businessman Orville Harford Lerch Passes Away at Age 85 :: exploreClarion.com

Orv Lerch from a Farm to Washington, D.C., and Back Again: A Life Well-Lived :: exploreClarion.com

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Lerch Wealth Management
of Janney Montgomery Scott LLC
About Lerch

Matthew H. Lerch, Executive Vice President/Wealth Management, Branch Manager

Kyle E. Cathcart, Financial Advisor

Beverly A. Lauer, Branch Operations Assistant

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Hartzell Wealth Management
of Janney Montgomery Scott LLC
About Hartzell

Kristin S. Hartzell, First Vice President/Wealth Management, Financial Advisor

Patricia M. Doverspike, Financial Advisor

Jennifer M. Williams, Senior Registered Private Client Assistant

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Matt Lerch
Executive Vice President/Wealth Management, Branch Manager
About Matt

Matt has been a Financial Advisor since 1990. He received his Bachelor of Arts in Business Administration from Washington and Jefferson College. He is also a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.

 

The sixth generation of the Lerch family to reside in Clarion County, Matt offers clients a full range of services and solutions tailored to fit clients’ unique needs, preferences, and goals.

 

Matt is a board member of the Clarion chapter of Rotary International. He also served as a board member of the Clarion Area Chamber of Business and Industry and as the organization's president in 1998 and 1999. Matt resides in Shippenville with his wife, Tammy, and three children. He continues to be an active member of the Clarion community.

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Kristin Hartzell
First Vice President/Wealth Management, Financial Advisor
About Kristin
Kris has been in the financial industry for over 25 years.  After a nearly two decade banking career, she joined Parker/Hunter Incorporated which later merged with Janney in 2005.
 
A native of Clarion County, Kris services clients nationwide and is committed to offering genuine value and personalized services and solutions to help clients reach their goals.  Backed by a team of Janney specialists, she provides a complete range of financial planning solutions as well as college planning, retirement and estate planning, trust services and insurance services. She holds FINRA Series 7, 63, 65 and Health, Life and Variable Annuities Licenses.
 
Kris resides in Shippenville with her husband, Jim, enjoying spending time with their daughter, son-in- law, and two granddaughters.
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Kyle Cathcart
Financial Advisor
About Kyle
Kyle provides financial services and solutions ranging from retirement planning to education planning to estate planning. He is a Clarion County native, graduating from Clarion Area High School and Clarion University of Pennsylvania with a Bachelor Degree in Secondary Education. He holds the SIE and FINRA Series 7 and Series 66 securities licenses. 
 
Kyle currently resides in Clarion with his wife, Erika, and their four children.  He remains active in the community as a volunteer coach with Clarion High School athletics and as a member of the YMCA.
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Patricia Doverspike
Financial Advisor
About Patricia

Patty is a member of the Hartzell Wealth Management team, which is led by Kristin Hartzell. Together, their practice includes providing clients with a wide range of investment services including financial planning, retirement income planning and advisory solutions.

 

She joined Janney with 20 years of extensive experience in the financial field. She held escalating positions in treasury and cash operations, debt administration, insurance and risk management. 

 

She holds the SIE and Series 7 and 66 securities licenses. She also holds Health, Life and Variable Annuities licenses. 

 

Patty and her husband, Andy, reside outside of Emlenton, PA. 

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Beverly Lauer
Branch Operations Assistant
About Beverly

Bev has been with the Lerch Wealth Management team for over three decades and serves as Branch Operations Assistant. She provides a high level of client service and assists clients will all aspects of account operations. 

 

Bev currently resides in Shippenville, PA with her husband, DJ, and five children, and is involved in numerous organizations in the Clarion area.

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Jennifer Williams
Senior Registered Private Client Associate
About Jennifer

Jennifer works closely with the Hartzell Wealth Management team to provide professional administrative, client, and marketing support. She assists them in the ongoing development and maintenance of effective client relationships.

 

She holds Series 7 and Series 66 securities licenses.

 

Jennifer is a native of Clarion County and resides in Lucinda with her husband, James, and daughters, Adrielle and Adalynne. She is a member of St. Joseph’s Church in Lucinda and enjoys spending time with her family and friends.

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Tracy Cherico
Private Client Associate
About Tracy

Tracy joined the Lerch Wealth Management team in 2013. Coming from a career in the banking industry she focuses her attention on client service.

 

Tracy resides in Clarion with her husband, Michael, and the couple have three adult children. She is a member of the First United Methodist Church in Clarion, PA.

Supported By

We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.

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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.

 

Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

 

Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 

 

He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.

 

Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.

 

Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.

 

Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.

 

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.

 

As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

 

Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.

 

In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.

 

His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.

 

He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.